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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,206 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 502 increasing their positions, 439 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
-4
Holders Change %
-0.33%
% of All Funds
16.38%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
105
Increased
502
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$454M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$102M
3
FWI
Facet Wealth Inc
Maryland
+$85M
4
Creative Planning
Creative Planning
Kansas
+$50.5M
5
GC
Garde Capital
Washington
+$47.2M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$163M
2
Charles Schwab
Charles Schwab
California
-$88.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$80M
4
MAS
Meeder Advisory Services
Ohio
-$79.9M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
951
Valtinson Bruner Financial Planning
Minnesota
$365K – – –
VAG
952
VisionPoint Advisory Group
Texas
$363K +$363K +7,317 New
CAL
953
Capital Analysts LLC
Pennsylvania
$363K +$361K +7,290 +20,829%
FWA
954
FSC Wealth Advisors
New York
$362K +$22.8K +459 +7%
EFG
955
Erickson Financial Group
Pennsylvania
$360K – – –
HWMO
956
Heritage Wealth Management (Ohio)
Ohio
$359K – – –
WA
957
Westfuller Advisors
New York
$356K +$1.89K +38 +0.5%
WIM
958
Westside Investment Management
California
$354K +$75.3K +1,517 +27%
ACM
959
Advisors Capital Management
New Jersey
$353K – – –
LGWM
960
Litman Gregory Wealth Management
California
$352K – – –
ACI
961
Alpha Cubed Investments
California
$351K – – –
MFWP
962
Mosaic Family Wealth Partners
Missouri
$350K +$350K +7,062 New
EWA
963
ERTS Wealth Advisors
Michigan
$350K -$13.8K -279 -4%
TF
964
TME Financial
California
$347K -$63K -1,270 -15%
OWA
965
Opal Wealth Advisors
New York
$345K -$4.14M -83,405 -92%
SA
966
Sovran Advisors
California
$344K +$195 +4 +0.1%
RPSA
967
Richard P. Slaughter Associates
Texas
$341K – – –
GSWM
968
Golden State Wealth Management
California
$340K -$43.3K -872 -11%
KHC
969
Koesten Hirschmann & Crabtree
Kansas
$339K -$119K -2,390 -26%
FC
970
Financial Council
Maryland
$338K – – –
WCFA
971
Walkner Condon Financial Advisors
Wisconsin
$337K +$110K +2,215 +48%
CPBTD
972
Central Pacific Bank - Trust Division
Hawaii
$337K +$235K +4,734 +230%
FWP
973
Falcon Wealth Planning
California
$337K -$143K -2,875 -30%
LSWP
974
Liberty Square Wealth Partners
Pennsylvania
$337K – – –
AFA
975
American Financial Advisors
Georgia
$335K +$695 +14 +0.2%
37 38
39
40 41